As a member of the Swiss Association of Asset Managers (SAAM), Blue Harvest is subject to the “SAAM Code of Ethics and Professional Conduct”, which sets the standard for professional and high-quality asset management in Switzerland, approved by the FINMA (Swiss Financial Market Supervisory Authority).

SAAM

Blue Harvest S.A. is a member of the Swiss Association of Asset Managers (SAAM) and subject to the SAAM Code of Ethics and Professional Conduct, which sets the standard for professional and high-quality asset management in Switzerland, approved by the FINMA (Swiss Financial Market Supervisory Authority).

Sustainable Finance Geneva

SFG is an association that establishes Geneva as the center for innovation in sustainable finance by engaging individuals and harnessing collective intelligence.
Created in 2008 by fifteen professionals, SFG now leads the way from Geneva, as the key global platform for sustainable finance. It not only enables an ongoing dialogue between all local organizations and individuals, it also promotes Geneva’s financial Center. Major projects have been successfully completed over the last years, thanks to the strength of its ever-growing network and the remarkable commitment of its members.

Investment Advisory Services

It is only when we understand what your goals are that we can help you achieve them. Our Advisory Services start with a discovery session wherein we listen to your plans, needs and thoughts.

We listen while you talk; we do not throw lots of fancy industry jargon at you to impress you. We impress you by actually taking into account your real needs: that house-purchase you have been planning, the college tuition that is five years away but should be planned for now, or, most importantly, your retirement.

Together, we will structure your portfolio – although the final decision on any investment remains with you. We constantly monitor the assets and provide as much or little feedback as you request.

Discretionary Asset Management

Your needs are still the focus, but you may have less time or interest in the investment process. After the discovery session where we thoroughly gauge your investment needs and horizon, you mandate us to manage your assets on your behalf. You set the risk level you feel comfortable with and we will do the rest.

You are not required to be involved in any decisions, though you may contact us to discuss changes in your situation or to see where you stand.

Family Office Services

Families with significant assets have specific needs and requirements. Managing assets on a bank account is, relatively speaking, the easy part. Consolidating your other assets such as real estate, artwork, or classic car collections into an understandable format is a greater challenge. Blue Harvest will work with you to achieve an overview of what you own and facilitate multi generational wealth and succession planning. After all, if you have achieved financial success preserving it throughout generations is likely to be a concern of yours.

Let Blue Harvest help you strengthen your family mission and legacy, promote non-financial family goals and help determine younger family members’ education programs.

Significant wealth can be a blessing and a curse. Thorough planning can help keep your family united through good times and bad.